OpalCrest (@opalcrest) profile picture
Joined October 2015
Photo by OpalCrest (@opalcrest)
Our first alternative-data panel of the day has started. Afsheen Afshar moderates a group of senior executives from @blackrock, @goldmansachs' #GSAM, @opalcrest, @PIMCO and @neubergerberman. #machineByte2018 #mB2018 #alternativedata #machinelearning
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Thread: Markets are cyclical. Today, stocks trade at record high valuations while commodities are historically cheap in relation. Comparable conditions were present with the 1972 Nifty Fifty and 2000 Dotcom bubbles.
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OpalCrest retweeted
Water is joining gold, oil and other commodities traded on Wall Street, highlighting worries that the life-sustaining natural resource may become scarce across more of the world trib.al/1xaDLw5
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Emissions trading systems were touted as “market solutions” for climate crisis. In fact they depend on POLITICAL will to create scarcity EU-ETS has been a bust for much of its history. Now markets are betting Green Deal is for real = historic opportunity. socialeurope.eu/carbon-prici…
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Machine Learning - a new wave of investment management?: aberdeenstandard.com/en/insi…